CAP GROUP US MULTI-SECT BOND CGMS
$27.38
+0.2% 52w: $25.70 – $27.39
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data25.7026.5527.39
Jun 20, 2025 Jul 2, 2026
Institutional holders
328
+15 QoQ
13F value
$3.36B
+15.1% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CGMS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 18.9M | $514.7M | 0.1% | +23.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.8M | $212.9M | 0.1% | +24.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 7.4M | $200.5M | 0.0% | +36.3% |
| MORGAN STANLEY | Bank broker | 7.2M | $195.5M | 0.0% | +7.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 7.0M | $190.6M | 0.1% | +34.5% |
| UBS Group AG | Bank broker | 5.6M | $153.0M | 0.0% | +27.3% |
| Cetera Investment Advisers | Wealth advisor | 4.3M | $117.0M | 0.1% | +17.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.5M | $94.1M | 0.1% | +10.6% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 2.7M | $74.6M | 1.4% | -9.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $73.2M | 0.1% | +9.9% |
| Capital Advantage, Inc. | Wealth advisor | 2.5M | $68.0M | 8.9% | +8.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.9M | $51.9M | 0.0% | +36.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.8M | $49.4M | 0.0% | +38.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.8M | $48.7M | 0.0% | +19.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.7M | $47.1M | 0.1% | +19.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 1.6M | $42.5M | 0.2% | +1.2% |
| Valmark Advisers, Inc. | Wealth advisor | 1.5M | $41.5M | 0.5% | +135.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.4M | $37.1M | 0.1% | +9.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $34.8M | 0.1% | -26.5% |
| CWM, LLC | Wealth advisor | 1.1M | $30.8M | 0.1% | +18.4% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.1M | $28.7M | 0.0% | +18.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 987.0K | $26.9M | 0.1% | +18.2% |
| TruWealth Advisors, LLC | Wealth advisor | 870.2K | $23.7M | 1.1% | +12.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 854.7K | $23.3M | 0.0% | +10.5% |
| REGATTA CAPITAL GROUP, LLC | Wealth advisor | 837.2K | $22.8M | 3.5% | +7.4% |
| TrueWealth Advisors, LLC | Wealth advisor | 788.8K | $21.5M | 5.4% | +22.3% |
| Winch Advisory Services, LLC | Wealth advisor | 780.0K | $21.2M | 4.8% | +1.0% |
| Private Advisor Group, LLC | Wealth advisor | 770.5K | $21.0M | 0.1% | +10.6% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 724.3K | $19.7M | 0.2% | +23.0% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 707.8K | $19.3M | 2.1% | +16.5% |
| J. Derek Lewis & Associates Inc. | Wealth advisor | 703.7K | $19.2M | 4.3% | +14.1% |
| STEPHENS INC /AR/ | Diversified mechanical | 703.1K | $19.1M | 0.2% | +3.0% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 694.0K | $18.9M | 2.1% | +3.6% |
| EQ WEALTH ADVISORS, LLC | Wealth advisor | 638.4K | $17.4M | 10.2% | +7.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 621.1K | $16.9M | 0.0% | +102.4% |
| Prospera Financial Services Inc | Diversified mechanical | 609.3K | $16.6M | 0.3% | +14.6% |
| &PARTNERS | Diversified mechanical | 566.1K | $15.4M | 0.1% | +18.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 535.3K | $14.6M | 0.1% | +21.8% |
| Sunbelt Securities, Inc. | Diversified mechanical | 516.1K | $14.1M | 0.9% | +19.8% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 510.7K | $13.9M | 1.5% | +4233.8% |
| VICUS CAPITAL | Wealth advisor | 497.5K | $13.5M | 1.0% | +42.3% |
| Centennial Wealth Advisory LLC | Wealth advisor | 453.8K | $12.4M | 3.0% | +99.5% |
| Smartleaf Asset Management LLC | Wealth advisor | 455.5K | $12.3M | 0.4% | +5.6% |
| RHL GROUP, LLC | Wealth advisor | 451.6K | $12.3M | 10.5% | +165.3% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 429.0K | $11.7M | 1.3% | +5.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 417.8K | $11.4M | 0.0% | -2.3% |
| Capital Group Private Client Services, Inc. | Wealth advisor | 414.3K | $11.3M | 0.2% | 0.0% |
| Souders Financial Advisors | Wealth advisor | 413.6K | $11.3M | 1.3% | +8.6% |
| Kingsview Wealth Management, LLC | Wealth advisor | 404.3K | $11.0M | 0.2% | +19.5% |
| KMG FIDUCIARY PARTNERS, LLC | Other | 398.1K | $10.8M | 0.8% | +5.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.